Gary Meyer signed School Readiness Coalition of Hillsborough County's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
School Readiness Coalition of Hillsborough County's EIN is 59-3626765.
Download the official 2024 Form 5500 (PDF) for School Readiness Coalition of Hillsborough County from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)School Readiness Coalition of Hillsborough County's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SVCS INC | 36-4291971 | — | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7.0M | 94.3% | |
| Vanguard Target Retire 2035 Inv | Mutual Funds | — | — | $1.1M | 14.5% | |
| Vanguard Target Retire 2050 Inv | Mutual Funds | — | — | $1.0M | 13.9% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $849K | 11.4% | |
| Vanguard Target Retire 2055 Inv | Mutual Funds | — | — | $600K | 8.1% | |
| Vanguard Target Retire 2060 Inv | Mutual Funds | — | — | $501K | 6.7% | |
| Vanguard Target Retire 2045 Inv | Mutual Funds | — | — | $479K | 6.4% | |
| Vanguard Target Retire 2030 Inv | Mutual Funds | — | — | $397K | 5.3% | |
| Participant Notes Receivable Interest rate of 6.0% | Bonds / Notes | — | — | $387K | 5.2% | |
| Alliance Bernstein AB Large Cap Growth Z | Other securities | — | — | $314K | 4.2% | |
| Vanguard Target Retire 2025 Inv | Mutual Funds | — | — | $288K | 3.9% | |
| Vanguard Target Retire 2020 Inv | Mutual Funds | — | — | $272K | 3.7% | |
| Fidelity 500 US Index | Mutual Funds | — | — | $261K | 3.5% | |
| Vanguard Target Retire 2040 Inv | Mutual Funds | — | — | $199K | 2.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $135K | 1.8% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $131K | 1.8% | |
| Victory Sycamore Victory Sycam Small Co Op R6 | Common Stocks | — | — | $103K | 1.4% | |
| Black Rock Black Rock Global Allocation K | Other securities | — | — | $84K | 1.1% | |
| Vanguard Intl Gr Adm | Mutual Funds | — | — | $57K | 0.8% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $50K | 0.7% | |
| Fidelity Sm Cap Index | Mutual Funds | — | — | $41K | 0.6% | |
| American United Life Insurance Company AUL Stable Value Account | Stable Value | — | — | $40K | 0.5% | |
| Vanguard Trgt Retire 2065 Inv | Mutual Funds | — | — | $39K | 0.5% | |
| DWS RREF Real Estate Sec R6 | Other securities | — | — | $31K | 0.4% | |
| Janus Henderson Jan Hen Enterprise N | Mutual Funds | — | — | $25K | 0.3% | |
| Janus Henderson Jan Hen Venture N | Mutual Funds | — | — | $18K | 0.2% | |
| American Century American Century MidCap Val R6 | Other securities | — | — | $10K | 0.1% | |
| PIMCO Global BD Opp USD - Hdg Inst | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Target Retire Inc Inv | Mutual Funds | — | — | $5K | <0.1% | |
| MFS International MFS Intl Diversification R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Intl Index | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
